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Our story
The keystone of your financial future.
We started keystone-io with a simple belief: everyone deserves the kind of structured, disciplined wealth guidance once reserved for private banks.
Who we are
Built by advisors, engineered for investors
keystone-io was founded in 2019 by a team of portfolio managers and engineers who were tired of watching clients choose between expensive, opaque advice and generic robo-portfolios.
Today we combine both: human advisors who know your goals, backed by software that monitors every portfolio daily, rebalances with discipline and reports with total transparency.
Core values
What holds us together
Integrity
Fiduciary mindset: we act in your best interest and disclose every fee.
Clarity
Plain-language reports and dashboards you can actually understand.
Security
Bank-grade encryption, 2FA and regulated custodians protect every account.
Long-term thinking
We optimise for decades, not quarters — patience compounds.
Milestones
Our journey so far
From a small advisory desk to a global platform — built one careful step at a time.
Founded
keystone-io launches in New York with 12 advisors and a single managed portfolio.
Global markets
Clients gain access to 40+ international markets from one account.
1,000+ reviews
Crossed 1,000 verified reviews with a 4.9 average rating.
New platform
Launched our next-generation dashboard with real-time risk insights.
Leadership
The people behind keystone-io
Hover a card to read a short bio.
256-bit encryption
Data encrypted in transit and at rest.
Regulated partners
Assets held with regulated custodians.
Two-factor auth
Mandatory 2FA on every account.
Audited processes
Independent annual security audits.